Deployment checklist for dial-in conferencing in Lync Server 2013

 

Topic Last Modified: 2014-10-03

The components required for dial-in conferencing are deployed when you deploy the conferencing workload. Before you can configure dial-in conferencing, you need to deploy either Enterprise Voice or a Mediation Server and a public switched telephone network (PSTN) gateway.

All the steps in the following table must be performed before users can dial in from the PSTN to join an audio/video conference.

Note

If you are migrating from Office Communications Server 2007 R2, you must apply the latest updates to your Office Communications Server 2007 R2 environment before deploying dial-in conferencing.

Dial-in Conferencing Deployment Process

Phase	Steps	Permissions	Deployment documentation
Create a topology that includes the Conferencing workload, including a Mediation Server and PSTN gateway, and deploy the Front End pool or Standard Edition server	Run Topology Builder to configure your topology. While configuring the topology, select the dial-in conferencing option. Publish the topology and deploy the Front End pool or Standard Edition server. If necessary, create a stand-alone Mediation Server and associate it with a PSTN gateway. Note This step is required only if you do not deploy Enterprise Voice and do not collocate the Mediation Server with the Enterprise EditionFront End Server or Standard Edition server. If you deploy Enterprise Voice, you install and configure Mediation Servers and PSTN gateways as part of the Enterprise Voice deployment. If you collocate the Mediation Server, you install and configure the Mediation Server as part of the Front End pool or Standard Edition server deployment.	Domain Admins RTCUniversalServerAdmins Administrator	Deploying Lync Server 2013 To create a stand-alone Mediation Server pool: Deploying Mediation Servers and defining peers in Lync Server 2013
Configure dial plans	A dial plan is a set of phone number normalization rules that translate phone numbers dialed from a specific location to a single standard (E.164) format for purposes of phone authorization and call routing. The same phone number dialed from different locations can, based on the respective dial plans, resolve to different E.164 numbers, as appropriate to each location. If you deploy Enterprise Voice, you set up dial plans as part of that deployment, and you need to make sure that the dial plans also accommodate dial-in conferencing. If you do not deploy Enterprise Voice, you need to set up dial plans for dial-in conferencing. Use the Lync Server 2013 Control Panel or Lync Server Management Shell to set up dial plans as follows: Create one or more dial plans for routing dial-in access phone numbers. Assign a default dial plan to each pool. Set the Dial-in conferencing region to the geographic location to which the dial plan applies. The region associates the dial plan with dial-in access numbers.	RTCUniversalServerAdmins CsVoiceAdministrator CsServerAdministrator CsAdministrator	Configure dial plans for dial-in conferencing in Lync Server 2013
Make sure that dial plans are assigned regions	Run the Get-CsDialPlan and Set-CsDialPlan cmdlets to make sure that all dial plans have a region assigned.	RTCUniversalServerAdmins CsVoiceAdministrator CsServerAdministrator CsAdministrator	Make sure dial plans Lync Server 2013 have assigned regions
(Optional) Verify or modify user personal identification number (PIN) requirements	Use Lync Server 2013 Control Panel or Lync Server Management Shell to view or modify the Conferencing PIN Policy. You can specify minimum PIN length, maximum number of logon attempts, PIN expiration, and whether common patterns are allowable.	RTCUniversalServerAdmins CsServerAdministrator CsAdministrator	(Optional) Verify PIN policy settings in Lync Server 2013
Configure conferencing policy to support dial-in conferencing	Use Lync Server 2013 Control Panel or Lync Server Management Shell to configure Conferencing Policy settings. Specify whether: PSTN conference dial-in is enabled. Users can invite anonymous participants. Unauthenticated users can join a conference by using dial-out phoning. With dial-out phoning, the conference server calls the user, and the user answers the phone to join the conference.	RTCUniversalServerAdmins CsServerAdministrator CsAdministrator	Configure conferencing policy for dial-in in Lync Server 2013
Configure dial-in access numbers	Use Lync Server 2013 Control Panel or Lync Server Management Shell to set up dial-in access numbers that users call to dial in to a conference, and specify the regions that associate the access number with the appropriate dial plans. The first three access numbers for the region specified by the organizer's dial plan are included in the conference invitation. All access numbers are available on the Dial-in Conferencing Settings page. Note After you create dial-in access numbers, you can use the Set-CsDialInConferencingAccessNumber cmdlet to modify the display name of the Active Directory contact objects so that users can more easily identify the correct access number.	RTCUniversalServerAdmins CsServerAdministrator CsAdministrator	Configure dial-in conferencing access numbers in Lync Server 2013
(Optional) Verify dial-in conferencing settings	Use the Get-CsDialinConferencingAccessNumber cmdlet to search for dial plans that have a dial-in conferencing region that is not used by any access number and for access numbers that have no region assigned.	RTCUniversalServerAdmins CsServerAdministrator CsAdministrator CsViewOnlyAdministrator CsHelpDesk	(Optional) Verify dial-in conferencing settings in Lync Server 2013
(Optional) Modify key mapping of DTMF commands	Use the Set-CsDialinConferencingDtmfConfiguration cmdlet to modify the keys used for dual-tone multifrequency (DTMF) commands, which participants can use to control conference settings (such as mute and unmute or lock and unlock).	RTCUniversalServerAdmins CsServerAdministrator CsAdministrator	(Optional) Modify key mapping for DTMF commands in Lync Server 2013
(Optional) Modify conference join and leave announcement behavior	Use the Set-CsDialinConferencingConfiguration to change how announcements work when participants join and leave conferences.	RTCUniversalServerAdmins CsServerAdministrator CsAdministrator	(Optional) Enable and disable conference join and leave announcements in Lync Server 2013
(Optional) Verify dial-in conferencing	Use the Test-CsDialInConferencing cmdlet to test that the access numbers for the specified pool work correctly.	RTCUniversalServerAdmins CsServerAdministrator CsAdministrator	(Optional) Verify dial-in conferencing in Lync Server 2013
Deploy the Online Meeting Add-in for Lync 2013	Deploy the Online Meeting Add-in for Lync 2013 so that users can schedule conferences that support dial-in conferencing. The Online Meeting Add-in for Lync 2013 is installed automatically when you install Lync 2013.	Administrators	Deploy the Online Meeting Add-in for Lync 2013
Configure user account settings	Use Lync Server 2013 Control Panel or Lync Server Management Shell to configure the telephony Line URI as a unique, normalized phone number (for example, tel:+14255550200).	RTCUniversalServerAdmins CsAdministrator CsUserAdministrator	Configure user account settings in Lync Server 2013
(Recommended) Configure conference directories	Use the New-CsConferenceDirectory cmdlet to create one conference directory for every 999 users in the pool.	RTCUniversalServerAdmins	Dial-in conferencing requirements in Lync Server 2013 (Recommended) Create Conference Directories
(Optional) Welcome users to dial-in conferencing and set the initial PIN	Use the Set-CsPinSendCAWelcomeMail script to set users' initial PINs and send a welcome email that contains the initial PIN and a link to the Dial-in Conferencing Settings page.	RTCUniversalServerAdmins	(Optional) Welcome users to dial-in conferencing in Lync Server 2013